SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - NANCY WOO
Garden Grove, Tustin
(714) 258-4116, option 2
investments@schoolsfirstfcu.org
Review the background of our investment professionals associated with this site on FINRA's BrokerCheck.
Nancy Woo is a financial advisor at LPL Financial with over 24 years of experience in the industry. She has a bachelor’s degree in business economics and a minor in Chinese from the University of California, Santa Barbara. Nancy believes financial planning is not just for the wealthy and is passionate about helping Members pursue their financial goals. She takes the time to get to know them holistically, understanding their financial goals, hopes and aspirations and what keeps them up at night. She then educates them to create an overarching plan to help pursue them.
One of Nancy's most memorable experiences was helping a 16-year-old Member open his first Roth IRA. She was able to teach him the importance of saving and investing early and is confident that he is on the path to financial freedom.
In her spare time, Nancy enjoys volunteering as a Girl Scout leader and Boy Scout assistant scoutmaster. She also loves to travel, snowboard and camp.
CA Insurance License 0C81103
Nancy Woo is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.